CLA (CliftonLarsonAllen) · 2 days ago
Senior Wealth Advisor - Wealth Advisory - Dallas, TX
Fort Worth, TX
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expCLA (CliftonLarsonAllen) is a top 10 national professional services firm dedicated to creating opportunities for clients and communities. They are seeking a Senior Wealth Advisor to provide comprehensive financial planning and advisory services, manage client relationships, and support the team with state-wide client needs.
AccountingConsultingOutsourcing
Responsibilities
Financial Planning: Gather data from clients in the planning process. Oversee and delegate financial planning work. Deliver financial plans to clients and make recommendations
Client Support: Manage existing & new referral relationships
Technical Competencies: Maintain a working knowledge/competency of appropriate systems applications utilized by firm. Proficient with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe
Qualification
Required
Minimum of EIGHT (8) years of progressively responsible financial services experience
Bachelor's degree in Accounting, Finance, or a related field
FINRA Series 65 or 66 Required
CFP® certification or equivalent required. Relevant experience may be accepted in lieu of certification
Preferred
Existing Transferrable Book Of Business Preferred
Benefits
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
Health, dental, vision, 401k and much more
Company
CLA (CliftonLarsonAllen)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
5001-10000 employees
H1B Sponsorship
CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Ray Price
Chief Financial Officer
T
Todd A. Steiner
Outsourcing CFO
Recent News
Morningstar.com
2025-11-04
Seattle TechFlash
2025-07-28
Seattle TechFlash
2025-07-01
Company data provided by crunchbase